VoBiz

VoBiz connects your workspace to the phone provider Vocily uses for call routing. After VoBiz is connected, you can import active phone numbers and assign those numbers to agents from the Agent Studio.

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What VoBiz enables

Use the VoBiz integration to:

• Sync active phone numbers into Vocily.
• Route inbound calls from a phone number to an agent.
• Choose the number an agent uses for outbound calls.
• Keep call routing managed from the agent’s Deploy tab.

VoBiz does not create the agent for you. It gives the workspace phone numbers that can be assigned to agents.

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Before you connect

Have your VoBiz credentials ready:

• Auth ID — your VoBiz account identifier. VoBiz Auth IDs look like MA_XXXXXXXX.
• Auth Token — your VoBiz account token. Treat it like a password.

You can find both values in the VoBiz Console after signing in. VoBiz uses these credentials through the Auth-ID and Auth-Token headers for API access.

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VoBiz billing

Your VoBiz account, phone-number charges, provider subscription, and provider invoices are managed in VoBiz by your business. Vocily connects to the VoBiz account you authorize, syncs eligible numbers, and uses those numbers for agent routing. Keep the VoBiz account active and funded according to your VoBiz plan. If a number is disabled, suspended, removed, or no longer available in VoBiz, it may stop working for inbound or outbound routing in Vocily. Vocily billing and VoBiz billing are separate. Vocily charges for Vocily platform usage; VoBiz provider charges are handled directly between your business and VoBiz.

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Connect VoBiz

To connect VoBiz:

1. Open Integrations.
2. Choose VoBiz.
3. Select Connect VoBiz.
4. Enter the Auth ID and Auth Token from your VoBiz Console.
5. Save the connection.

After the connection is saved, Vocily shows the connected account details when they are available.

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Advanced: VoBiz voice application

Vocily’s VoBiz setup uses a voice application in VoBiz for inbound call routing. That application connects inbound calls to Vocily through a websocket, so live call audio can stream between VoBiz, Vocily, and the assigned agent. You can review voice applications in the VoBiz Console. Most teams do not need to change this application during normal setup; it is part of the provider-side routing that lets an imported number reach the agent assigned in Vocily.

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Import phone numbers

After VoBiz is connected, import the numbers you want to use:

1. Open Phone Numbers.
2. Select Add number.
3. Choose VoBiz.
4. Select the active number from the provider list.
5. Add the phone number to Vocily.

Imported numbers become available for routing in Agent Studio.

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Assign numbers to agents

To make an agent answer or place calls with a number:

1. Open the agent.
2. Go to Deploy in the Configuration tabs.
3. Open Routing.
4. Assign the imported number as the agent’s inbound number.
5. Choose the outbound number the agent should use when it places calls.

For inbound calls, one phone number can route to one agent at a time. If a number is already assigned to another agent, Vocily shows it as locked. For outbound calls, a number can be reused as the default outbound number for more than one agent, and it can still be changed per call where the calling flow allows it. One agent can be configured across multiple channels. VoBiz routing is the phone-call part of that channel setup.

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Disconnect VoBiz

Disconnecting VoBiz stops number sync for the workspace. Imported VoBiz numbers are removed, and any agent routing that used those numbers is cleared. Only disconnect VoBiz when you are ready to remove those numbers from Vocily.

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What’s next

• Configure phone routing in Deploy.
• Review all workspace connections in Integrations.